See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,267 | $177,572-93.1% | $154,803-92.1% | $142,382-91.4% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 26.50% | 65.07%-38.6pp | 58.88%-32.4pp | 217.08%-190.6pp |
| Employer contribution / active EE | $1,090 | $4,810-77.3% | $4,305-74.7% | $4,299-74.6% |
| Participant deferral / active EE | $2,945 | $6,272-53.0% | $5,540-46.9% | $6,507-54.7% |
| Admin fee / account holder | $8 | $16,786-100.0% | $14,329-99.9% | $12,624-99.9% |